Skip to Content
CustomersAdding Customers

Adding Customers

Add customers from the customer list or directly when creating a job, invoice, or estimate.

From the Customer List

  1. Click Customers in the sidebar.
  2. Click New Customer.
  3. Fill in the customer details:
    • Name — customer or company name (required)
    • Email — for sending invoices and estimates
    • Phone — contact number
    • Address — street address, city, state, and zip code
    • Notes — any internal notes about this customer
  4. Click Create Customer.

From a Job, Invoice, or Estimate

When creating a new job, invoice, or estimate, you can select an existing customer from the dropdown or type a new name. If the name doesn’t match an existing customer, you’ll be prompted to create one.

Duplicate Detection

If you try to create a customer with a name that closely matches an existing customer, you’ll see a warning. This helps prevent accidental duplicates.

Tips

  • Add an email address if you plan to send invoices or estimates electronically.
  • Use the notes field for things like gate codes, preferred contact times, or special instructions.
Last updated on
OverviewManaging Customers